Providence Capital

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

Stephen Rao is a financial advisor with Providence Capital in Lowell, Arkansas, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at several firms, including Oakwood Capital Securities, 49 Wealth Management, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, Rao serves as president of the Houston Ole Miss Alumni Club and coaches Little League baseball. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach that combines fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools, while offering discretionary portfolio management and tailored financial planning.

Noah Behrman is a financial advisor at Providence Capital with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to advisory work, he is involved in fixed insurance sales. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations, utilizing a combination of fundamental analysis, modern portfolio theory, and AI-assisted tools to manage discretionary portfolios.

Michael Wuest is a financial advisor at Providence Capital with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Advisor Network, PKS Advisory Services, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Vice President at WealthTech Strategy Partners and as a Venture Partner at First Rate Ventures, providing non-securities related advisory and corporate strategy consulting. Providence Capital offers investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach combining fundamental analysis and modern portfolio theory, utilizing mutual funds, ETFs, fixed income, and private placements, supported by AI-assisted tools and a team of licensed advisers.

Jacob Villarreal is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Providence Capital in San Antonio, TX. His background includes roles at several firms such as 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of financial advising, he is involved in systems and sales management at Whisper Path Cellars, a winery. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, combining model portfolios and AI-assisted tools with licensed adviser oversight.